Step 1
Identify whether a row represents more than one real purchase.
Step 2
Keep the raw description for traceability.
Step 3
Use a clear simplified merchant name for reporting.
Common questions
Can I split one transaction into multiple categories?
If a row represents multiple kinds of spending, you can separate the logic in the transaction process and keep the raw entry intact for traceability.
How do I keep merchant names consistent?
Use the raw description for auditability and the simplified merchant label for readability, especially when the original file has noisy bank text.
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